Nishant Sahoo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2014 and assists clients by helping them manage their wealth to meet their individual needs. Nishant employs a comprehensive, goals-based approach that starts with understanding each client's unique situation, family, job, and aspirations to create tailored wealth management strategies. He holds a Bachelor's Degree from Fordham University with a focus on Finance and Economics. Nishant's professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include family wealth management, small business strategies, retirement planning, philanthropic planning, and portfolio management. In addition to his professional work, Nishant has been actively involved in his community, serving as Vice President of the Stonington Volunteer Ambulance Corps and as an EMT. He also contributes to organizations such as the Mystic Lions Club, Southeastern CT Cultural Coalition, Fordham University EMS Advisory Board, and the Fordham University Mentorship Program. His personal interests include biking, cooking, running, and spending time with his family.

Thomas Wright is a Series 66-credentialed financial advisor with Morgan Stanley, bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and currently serves at Morgan Stanley Private Bank, N.A. Thomas is involved in several community organizations, including serving as treasurer for a youth soccer program and holding board roles with the Manchester Rotary and Plan of CT. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and advanced modeling techniques to support client financial plans.

Lee Couture is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He serves as a board member and volunteer for Habitat for Humanity and holds board roles with the Waterford Library and the Town of Waterford. Couture is also the owner of Couture Tax Planning Services LLC and Couture Financial Services LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, offering a range of discretionary and non-discretionary portfolio solutions across multiple platforms.

Brenda Ayers is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Wells Fargo, Sullivan Financial LLC, and TD Bank. Outside of financial services, she is the sole proprietor of a retail business that publishes the children's book "Construction A to Z." Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and integrates planning and investment services across its wide retail and institutional platform.

Matthew Spring is a CFP® professional with 10 years of industry experience. He joined Wells Fargo Clearing in 2025 after a decade at Stifel Nicolaus & Co Inc. Spring serves on several nonprofit boards, including the Mystic YMCA and the Stonington Historical Society, where he participates in governance and fundraising activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products and acts as an ERISA fiduciary when advising clients.

Kariann Walker is a financial advisor with Merrill in Mystic, CT, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Alexandre Demetrio is a financial advisor with UBS Financial Services in New London, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with UBS Financial Services since 2011. He serves as finance chair and board member for Madison A Better Chance of Connecticut, a nonprofit focused on supporting talented young men of color through education and leadership development. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Erika Campbell is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Sloan is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 15 years combined prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities, using a model-driven investment approach and offering access to third-party asset managers and insurance products through affiliated entities.

James Burns is a financial advisor with LPL Financial, holding the ChFC® designation and Securities Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at LPL Financial since 2014 and is also associated with Northstar Wealth Partners LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management programs.

Richia Allen is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2021. Allen has also been associated with Westerly Community Credit Union since 2016. She is a certified notary in Waverly, RI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wayne Devoe is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1988 and has been serving clients and their families for more than 30 years. In his role, Wayne assists clients in building wealth management strategies tailored to their individual needs, focusing on delivering a comprehensive approach that starts with listening and helping clients make informed decisions. Wayne's areas of expertise include college education planning, family wealth management strategies, personal retirement planning, and women and wealth. He holds a Bachelor's degree from the University of Connecticut and a Master's degree from the University of Hartford. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He currently resides in Old Saybrook with his wife, Patty, and has three grown children. Outside of his professional work, Wayne enjoys biking, hiking, and swimming.

Seth Burzycki is a financial professional with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Cetera and affiliated entities since 2025 and has been involved with Guided Financial Strategies LLC since 2020. Outside of financial advising, he serves as a board member for a retail appliance business and works as a staff pharmacist for a medication delivery service. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Derek Pirruccello is a Wealth Management Advisor and Senior Vice President with the Holloway Pirruccello Group at Merrill. He has been with Merrill Lynch Wealth Management since 2007 and focuses on providing tailored financial planning and wealth management services. Derek holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Financial Planning Association and served as the President of the Estate and Tax Planning Council of Eastern Connecticut. Derek also contributes to his community as a board member and officer for the Child and Family Agency of Southeastern Connecticut. He earned a Master's degree from the University of Michigan and a Bachelor's degree from the University of North Texas, graduating magna cum laude. Outside of his professional commitments, Derek enjoys golfing, hiking, music, reading, skiing, and spending time with his family. He resides in Waterford, CT with his wife and two children and is active in his local parish church.

Brian Bishop is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Tassone is a financial advisor with Morgan Stanley in Mystic, CT, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Richard Strickley is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009, previously working at Bank of America. Outside of his advisory role, he is a co-owner of a family rental property business in Mystic, Connecticut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party managers.

Daniel Wilson is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Wilson is a manager and partner at Net Flows, LLC, a consulting business. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Laura Saborio is a financial advisor at UBS Financial Services with 21 years of industry experience. She has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, where she spent over two decades. Laura holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joseph Kotula is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes 23 years at MetLife Securities Inc. and ongoing roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also active as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, LTC, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services such as divorce and estate settlement planning.